Real estate transaction management software with no data entry. None.
Paperless Pipeline is a real estate transaction management software for real estate brokerages, teams, and transaction coordinators. Your files go from listing to closed automatically — no data entry, no chasing agents.
Full access for 14 days. The real product, your real deals, day one.
No credit card. No contract. We set it up with you — free.
Prefer a guided tour? Book a demo
A 1-minute walkthrough — listing to closed, end to end.
8%
of all US real-estate transactions
1,700+
active brokerages
$1.5T
in closed volume
17 yrs
in business
Everything you need to know about Paperless Pipeline, in one place.
What is Paperless Pipeline?
Paperless Pipeline is real estate transaction management software that turns every deal — listing, pending, closed — into a repeatable workflow. Checklists, documents, deadlines, commissions, and compliance review live in one place, per transaction, from open to close.
What does it solve?
It replaces the spreadsheets, shared drives, printed folders, and bolt-on tools brokerages cobble together to keep deals on track. Admins stop chasing agents for missing forms. Brokers stop missing deadlines. Every file is audit-ready without a weekend of cleanup.
Who is it for?
Independent brokerages, franchise offices, commercial firms, property management groups, real estate teams, and transaction coordinators. Customers range from solo TCs and 10-agent boutiques to multi-state operations with hundreds of agents across dozens of offices.
What does it do?
Automated checklists per transaction type. AI contract data extraction that creates the file for you. Contract-anchored due dates. Document review with a full audit history. Commission tracking and 1099s. eSignatures. Native Follow Up Boss, DocuSign, and Dropbox Sign integrations plus 1,500+ apps through Zapier.
How is it priced?
Plans start at $69/month, priced per transaction — not per user — so adding agents never raises your bill. No setup fees, no contracts, unlimited users, unlimited storage, and free monthly backups included. Free white-glove onboarding and bulk historical data migration during setup.
Agents don't do paperwork. Your admins do.
Missing forms, obscure file names, and last-minute scrambles fall on your TC, your broker, and your weekend. Paperless Pipeline puts the system between the agent and the deal — and Paperless Pipeline AI reads your contracts to build the file for you.
Every part of a transaction, handled.
Nine tightly integrated capabilities — built for the way modern brokerages actually run, not how legacy software thinks they should.
Whoever runs the deal, runs it here.
Brokers, transaction coordinators, and operations leads each get the view and controls their job actually needs — in the same platform.
Broker / Owner
One dashboard across every office.
- Company-wide view of every transaction, agent, and office
- Per-office admins, checklists, and permissions
- Commission and 1099 reporting without a spreadsheet
- Audit-ready document history for every deal
Transaction Coordinator
Stop chasing. Start closing.
- Automated checklists per transaction type
- Required-document gates so nothing moves without the file
- Contract-anchored deadlines with automatic reminders
- AI contract data extraction — the file builds itself
Compliance / Managing Broker
Every file, review-ready.
- Two-stage document review with reviewer, notes, and timestamps
- Required forms per transaction type — nothing closes without them
- Full audit trail of every change, download, and share
- Per-role permissions so agents only see their own deals
Operations Lead
The system your stack revolves around.
- Native Follow Up Boss, DocuSign, Dropbox Sign
- 1,500+ apps via Zapier, triggered by status change
- Free bulk migration from your current system
- Onboarded in under a week with white-glove setup
Transaction management vs. what you're using today.
Transaction management software isn't a CRM and isn't a shared drive. It runs the operational middle of every deal — the part where paperwork, deadlines, and compliance actually happen.
Most brokerages run a CRM and Paperless Pipeline — the CRM handles the lead, Paperless Pipeline handles the deal. Native Follow Up Boss integration keeps them in sync.
Be audit-ready per transaction.
Every document has a reviewer, a timestamp, and a history. Managing brokers get a queue; agents get a checklist; auditors get a complete paper trail — without a binder or a weekend of cleanup.
See how compliance worksTwo-stage document review
Reviewer, notes, and timestamp on every accepted or rejected document. Full history preserved.
Required-document gates
Deals can't advance to Pending or Closed until the right forms — Purchase Agreement, Agency Disclosure, EMD receipt — are in and reviewed.
Per-role permissions
Agents see only their own deals. TCs see their assigned transactions. Managing brokers see everything, per office.
One-click audit export
Pull a complete document set for any transaction, with review history, in a single downloadable package.
Every split, cap, and 1099 — calculated for you.
Set agent splits, brokerage caps, referral fees, franchise fees, and team tiers once. Paperless Pipeline generates a Commission Disbursement Authorization (CDA) for every deal and rolls it up into year-end 1099s.
Splits, caps & tiers
Per-agent splits, brokerage caps (annual or per-anniversary), transaction fees, and team overrides — configured per agent, applied automatically to every closing.
Commission Disbursement Authorizations (CDAs)
Generate a branded CDA per transaction with agent, co-op, referral, franchise, and brokerage lines. Email to title or download as PDF in one click.
1099s & YTD reporting
Year-end 1099-NEC reports per agent, with YTD earnings, cap progress, and per-transaction breakdown available all year.
What changes when your brokerage runs on Paperless Pipeline.
The shift is operational, not cosmetic. Here is what the same workflows look like before and after switching to Paperless Pipeline.
Before
Spreadsheets, Trello boards, and printed PDFs scattered across drives
After Paperless Pipeline
One operating system per deal — checklists, documents, deadlines, and conversations in a single view
Before
Admins chasing agents for missing forms the night before closing
After Paperless Pipeline
Required-document gates that stop a deal from moving forward until the right files are in
Before
A new office means a new tool, a new process, and a quarter of cleanup
After Paperless Pipeline
Clone settings from an existing office, import your transactions, and you're operational the same week
Before
Audit season is two weeks of overtime and a binder
After Paperless Pipeline
Be audit-ready per transaction, with a complete document review history of who reviewed what and when
Three principles, nine features, one platform.
Set it once. Run it forever.
Checklists, deadlines, and document rules apply themselves to every new transaction — so the system does the chasing, not your admins. Build a playbook once and Paperless Pipeline reuses it across every deal, every agent, and every office.
Built for the whole brokerage.
Spin up offices, teams, and roles in minutes. Each location gets its own admin, checklists, and permissions. Leadership keeps a clean, company-wide view across every transaction, every agent, every office.
Lives inside your stack.
A status change in Paperless Pipeline can push transaction data to 1,500+ apps through Zapier, so your CRM, accounting, and comms tools stay in sync. Native integrations with DocuSign, Dropbox Sign, and Follow Up Boss are built in.
Connected to the tools you already run.
Native integrations with DocuSign, Dropbox Sign, and Follow Up Boss, plus CSV transaction import and one-way calendar sync. Everything else connects through Zapier - 1,500+ apps, triggered by a transaction status change.
Native
Via Zapier
Trusted by brokerages nationwide.
1,700+
real estate companies
4.6M+
transactions managed
16 yrs
in live production
~30k
transactions closed last month
Plans start at $69/month.
No per-seat fees, no setup fees, no contracts, unlimited users.
What is real estate transaction management software?+
Real estate transaction management software is the operating system a brokerage uses to track every deal from listing to close — checklists, deadlines, documents, compliance review, and reporting. Paperless Pipeline replaces spreadsheets, scattered drives, and bolt-on tools with one platform every role on the deal works in.
Who is Paperless Pipeline built for?+
Paperless Pipeline is built for independent brokerages, franchise offices, commercial firms, property management groups, real estate teams, and transaction coordinators who need real workflow — not just a digital filing cabinet. Customers range from solo TCs and 10-agent boutiques to multi-state operations with hundreds of agents across dozens of offices.
How long does it take to get up and running?+
Most brokerages are operational in under a week. We provide free white-glove onboarding, data migration from your existing system, and template setup. Agents typically need less than an hour of training because the interface is built around the way a deal actually moves.
Does Paperless Pipeline integrate with our CRM and accounting?+
Yes. Paperless Pipeline integrates natively with DocuSign, Dropbox Sign, and Follow Up Boss, and imports transactions by CSV. For everything else - your CRM, accounting tool, Slack, and 1,500+ other apps - Paperless Pipeline connects through Zapier. A status change in Paperless Pipeline can automatically update your CRM, create a bill in QuickBooks, or send a Slack message through that connection.
How is pricing structured?+
Paperless Pipeline is priced per transaction, not per user - so adding agents never raises your bill. Plans start at $69/month with no setup fees, no contracts, and no charge for free monthly backups or unlimited storage.
Is our data secure?+
Paperless Pipeline keeps a complete document review history of who reviewed what and when, with granular per-user permissions so each role sees only what it should. Free monthly backups are included, downloadable in an open, vendor-neutral format so your data is always yours.
Can I export my data if I leave?+
Yes. Every account gets free monthly backups of every transaction, every document, every note — downloadable in an open, vendor-neutral format (PDFs, CSV, and original file types). There's no export fee and no lock-in. If you ever cancel, you leave with a complete copy of your brokerage's history.
Run a live deal through it.
Set up your first transaction in minutes. Free onboarding from a real human, on a call with you.
14 days, full access·No credit card·Free setup with you